See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,946 | $109,881-50.9% | $150,045-64.0% | $84,808-36.4% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 19.02% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,536 | $3,561-56.9% | $4,693-67.3% | $2,631-41.6% |
| Participant deferral / active EE | $10,834 | $6,636+63.3% | $7,997+35.5% | $4,212+157.2% |
| Admin fee / account holder | $1,447 | $8,568-83.1% | $13,435-89.2% | $7,344-80.3% |